AssetMark Inc
IHC

AssetMark Inc’s Independence Holding Company IHC Stock Holding History

AssetMark Inc’s Portfolio IHC Stock Details IHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-105
Closed -$4K – 1606
2018
Q4 		$4K Buy
+105
New +$3.89K ﹤0.01% 1145
2017
Q4 		– Sell
-332
Closed -$8K – 2311
2017
Q3 		$8K Sell
332
-66
-17% -$1.46K ﹤0.01% 1086
2017
Q2 		$8K Buy
+398
New +$7.58K ﹤0.01% 1060

Other funds holding IHC

AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc's IHC Position: Q1 2019 in Review

AssetMark Inc sold out of Independence Holding Company (IHC) in Q1 2019, closing a stake of 105 shares — an estimated $4K sold.

AssetMark Inc first reported a position in IHC in Q2 2017 and held it in 3 quarters. The position peaked at $8K in Q3 2017. 54 funds tracked by Wall St. Rank hold IHC as of Q1 2019.

  • AssetMark Inc reported no remaining Independence Holding Company position as of Q1 2019 after selling out during the quarter.
  • AssetMark Inc sold 105 Independence Holding Company shares in Q1 2019, an estimated $4K.
  • AssetMark Inc first reported a position in Independence Holding Company in Q2 2017 and held it in 3 quarters.
  • AssetMark Inc's Independence Holding Company position peaked at $8K in Q3 2017.
  • 54 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2019.

Based on AssetMark Inc's 13F filing for Q1 2019, filed 14 May 2019.